Thousands of 401(k)s Fail Nondiscrimination Test
In 2012, the year for which the most recent data is available, $794 million in 401(k) contributions were returned to highly compensated employees.
Top 5 States With Greatest New 401(k) Growth
New 401(k) plans are a good indication of a state’s growing economy, according to research by Judy Diamond Associates.
An Overlooked Post-Retirement Health Care Strategy
While not for everyone, putting a traditional retirement account to work with an HSA is a tax-preferred way to cover health care costs in retirement.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Tax Shelters and Abusive Tax Shelters: What Are They?
Tax facts experts look at tax shelters and abusive tax shelters.
The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.
How IRA and Roth IRA Distributions Are Taxed
The Tax Facts experts peer into the world of IRAs and how the IRS taxes them.
Avoiding the Generation-Skipping Transfer Tax on Life Insurance Proceeds
The Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
Taxes and Life Insurance: Accelerated Death Benefits
Tax Facts experts answer questions about income tax treatment of an accelerated death benefit payment from a life insurance contract.
Taxation of Qualified Tuition Programs: 529 Plans
Tax Facts experts jump into the world of colleges plans and what the tax implications are.